Freelance Finance Tracker OS — Notion Income & Tax Template

Stop running your freelance finances out of your inbox

Invoices buried in email, expenses you forgot to log, and a tax bill you didn't see coming. This Notion tracker puts your freelance money in one place so you always know where you stand.

I built this for the freelancer who's great at the craft and dreads the money side. Clean income and expense tracking, plus an automatic tax set-aside, means no April panic and no expensive software. Log invoices as you send them and expenses as you spend, and at any moment you can see what you've earned, what you owe, and what's actually yours to keep. Come tax time you hand your accountant a clean year instead of a shoebox, and you've already set aside the money to pay the bill.

What's inside

• Income and invoice tracker with paid/unpaid status
• Expense log with tax-deductible categories
• Automatic tax set-aside calculator
• Client list tied to revenue
• Monthly and yearly profit dashboard

Who it's for

Freelancers, 1099 contractors, and self-employed creators who want clean finances without accounting software.

Who it's NOT for

Incorporated businesses with payroll and multiple employees. This is built for the solo earner.

Delivery

Instant download — a Notion duplication link. Lifetime updates included.

Guarantee

14-day refund — request within 14 days as long as you haven't duplicated the template into your Notion workspace. Email Craig directly. Real human, real reply, no hoops. Full policy: Refund Policy

— Craig Roberts, founder, Instant File Co

FAQ

Do I need a paid Notion plan?
No — it works on Notion's free plan. You get a one-click duplication link that drops the whole system into your workspace.

How do I get it after I buy?
Instant. Right after checkout you'll receive the Notion duplication link by email and on screen. Click, duplicate, done.

Can I get a refund?
14-day refund — as long as you haven't yet duplicated the template into your workspace. Email Craig.